Camp
Wynn
Colonial Trust Advisors, Inc
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About this Advisor
Camp Wynn is a chartered financial analyst working in Spartanburg, South Carolina who has 14 years of relevant experience. Wynn works at Colonial Trust Advisors, Inc. Throughout their career, they have worked at Colonial Trust Advisors, Inc and Colonial Trust Company. Wynn maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in South Carolina and Texas. Colonial Trust Advisors, Inc is an advisory company based in Spartanburg, SC. The investment advisory business has offices in three locations and a total of 20 people on staff. It controls $1 billion in total assets among its 1,928 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides services to 19 charities and foundations. Of its 1,928 client accounts, 40% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Colonial Trust Advisors, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely vary depending on which services are provided. However, fees billed by Colonial Trust Advisors, Inc can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colonial Trust Advisors, Inc Brokerage Details
$1,193,168,142
20
1,928
$618,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Camp Wynn Work History
Camp has been registered as a financial advisor for 14 years.*
Colonial Trust Advisors, Inc
Colonial Trust Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Camp Wynn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Colonial Trust Advisors, Inc
Spartanburg, SC
Columbia, SC
Charleston, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Spartanburg, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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